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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,988 | $86,938+227.8% | $102,423+178.2% | $80,925+252.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.68% | 18.89%-9.2pp | 29.42%-19.7pp | 35.65%-26.0pp |
| Employer contribution / active EE | $3,076 | $2,369+29.8% | $3,023+1.8% | $2,756+11.6% |
| Participant deferral / active EE | $3,513 | $4,120-14.7% | $5,054-30.5% | $4,299-18.3% |
| Admin fee / account holder | $55,363 | $8,053+587.5% | $9,455+485.6% | $6,940+697.7% |